Company Overview of Wellington Management Group LLP
Wellington Management Group LLP is a privately owned investment manager. The firm provides its services to defined benefit plans, defined contributions plans, endowment and foundations, insurers, central banks and sovereign institutions, intermediaries and wealth managers, family offices, high net worth individuals, banking and thrift institutions, pension and profit sharing plans, investment companies, pooled investment vehicles, corporations, state and municipal government entities, charitable organizations, insurance companies, and other investment advisers. It manages separate client-focused equity, fixed income, balanced portfolios, commodity, and multi-asset portfolios. The firm also m...
280 Congress Street
Boston, MA 02210
Founded in 1928
Key Executives for Wellington Management Group LLP
Chief Executive Officer and Chairman
Partner and Chief Financial Officer
Senior Vice President, Partner, and Chief Legal Officer
Partner and Director of Marketing
Senior Managing Director, Senior Vice President, Chair of the Fixed Income Review Group, and Fixed Income Portfolio Manager
Compensation as of Fiscal Year 2015.
Wellington Management Group LLP Key Developments
Wellington Management Company LLP Announces Executive Changes
Nov 24 15
Vanguard Group Inc. has announced the retirement of fund managers Lucius Hill and Karl Bandtel of Wellington Management Company LLP, effective June 2016. Hill has advised the Vanguard Long-Term Investment-Grade Fund since 2008. A Senior Managing Director of the firm, he joined Wellington in 1993 and has spent more than 30 years in the investment management industry. Upon his retirement, portfolio manager Scott St. John, CFA, will assume sole responsibility for Wellington's portion of the fund. Mr. St. John, a Senior Managing Director at Wellington, joined the portfolio management team in 2014 and has worked in investment management since 1995. Bandtel, a Wellington Senior Managing Director, joined the firm in 1990 and has served as a portfolio manager of the Vanguard Energy Fund since 1992. Wellington has advised the fund since its inception in 1984. As part of the planned transition, Greg LeBlanc, CFA will be added as co-portfolio manager to the Energy Fund. A member of Wellington's energy team, Mr. LeBlanc has worked closely with Mr. Bandtel since 1998. In addition, he currently manages energy and commodities portfolios for institutional investors worldwide. Mr. LeBlanc has 23 years of experience in the investment industry and joined Wellington in 1995. Prior to his current role, he served as a global industry analyst on Wellington's energy team.
Wellington Management Company Presents at REITWorld 2015: NAREIT's Annual Convention, Nov-18-2015 02:30 PM
Nov 15 15
Wellington Management Company Presents at REITWorld 2015: NAREIT's Annual Convention, Nov-18-2015 02:30 PM. Venue: Wynn Las Vegas, 3131 S Las Vegas Blvd, Las Vegas, NV 89109, United States. Speakers: Bradford Stoesser, Managing Director & Global Industry Analyst.
Wellington Management Presents at CFA Societies Australia Investment Conference, Oct-13-2015 02:05 PM
Sep 29 15
Wellington Management Presents at CFA Societies Australia Investment Conference, Oct-13-2015 02:05 PM. Venue: Sofitel Sydney Wentworth, 61-101 Phillip Street, Sydney NSW 2000, Australia. Speakers: Aisling Freiheit, Managing Director.
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